OPTFSNA

Old Point Trust & Financial Services N A Portfolio holdings

AUM $310M
1-Year Est. Return 21.65%
This Quarter Est. Return
1 Year Est. Return
+21.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
-$69.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$715K
3
+$595K
4
PG icon
Procter & Gamble
PG
+$491K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$397K

Top Sells

1
+$2.19M
2
+$671K
3
+$659K
4
D icon
Dominion Energy
D
+$594K
5
AAPL icon
Apple
AAPL
+$342K

Sector Composition

1 Technology 20.3%
2 Energy 13.12%
3 Financials 11.48%
4 Consumer Staples 10.89%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.6K ﹤0.01%
300
277
$11.5K ﹤0.01%
500
278
$10.9K ﹤0.01%
241
+31
279
$10.9K ﹤0.01%
183
280
$10.6K ﹤0.01%
263
281
$10.6K ﹤0.01%
184
282
$10.2K ﹤0.01%
150
283
$9.8K ﹤0.01%
125
284
$9.75K ﹤0.01%
100
285
$9.56K ﹤0.01%
128
286
$9.4K ﹤0.01%
+95
287
$9.08K ﹤0.01%
116
288
$8.86K ﹤0.01%
412
289
$8.83K ﹤0.01%
110
290
$8.6K ﹤0.01%
836
291
$8.5K ﹤0.01%
111
292
$8.21K ﹤0.01%
104
293
$8.1K ﹤0.01%
89
294
$8.03K ﹤0.01%
123
295
$7.86K ﹤0.01%
150
296
$7.83K ﹤0.01%
+92
297
$7.82K ﹤0.01%
287
298
$7.61K ﹤0.01%
300
299
$7.5K ﹤0.01%
+305
300
$7.31K ﹤0.01%
+27
10 11
12
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